| Date |
Version |
Feature |
Description |
| Sep-11 |
2011.0.4
build 142 |
Migration Wizard |
Migrate from desktop to SQL Express or SQL Server platforms effortlessly with this wizard. Copies any/all settings and data that you select. Perfect for upgrades. |
| |
2011.0.4
build 140 |
Many to one category based matching rule and window |
Exposes same logic in to the User Interface that custom development uses to classify records. New matching rule enables matching on the category attribute. |
| Aug-11 |
2011.0.4
build 138 |
Software Integration Kit -
Windows Task Scheduler |
Software Integration Kit upgrade includes direct integration to Microsoft Windows Task Scheduler to run events unattended. Also, new 'Run' button for testing, as well as full command line script display. |
| |
2011.0.4
build 138 |
SQL Insertion |
Now part of the 'shrink-wrap' package, insert transactions directly into an ACH Universal SQL Server table. Requires SQL Server platform, Processor edition. |
| May-11 |
2011.0.4
build 130 |
Access to follow up field in Manual Matching |
Add notes for unmatched transactions directly at the Manual Matching window. |
| Apr-11 |
2011.0.4
build 123 |
Embedded video tutorials for QuickBooks |
QuickBooks getting started videos now in the 'Getting Started' page of ACH Universal. |
| Mar-11 |
2011.0.4
build 120 |
Speed enhancement on QuickBooks integration |
Faster. Period. Need to create pre-notes or a setting update? System no longer needs to load transactions for default period. |
| Feb-11 |
2011.0.4 |
QuickBooks integration |
New integration module enables users to import general ledger data directly from QuickBooks. |
| Dec-10 |
2011.0.3 |
New Alphanumeric Matching Routines |
Now available in all editions - match based on amount and one alphanumeric field - or two - or three alphanumeric fields. Avoids user from concatenating text fields prior to import. |
| Nov-10 |
2011.0.2 |
Annual release |
2011 edition |
| |
2011.0.2 |
Subscription licensing (SaaS) |
Added subscription licensing, now available on a month to month basis. Using the Software as a Service model, subscription licenses can be started/ended at any time without penalty or start-up fee. |
| |
2011.0.2 |
Video tutorials |
Video tutorials - both 'Overview' and 'Getting Started' are now available in each module. |
| |
2011.0.2 |
Quick Start and Help |
New Quick Start pages for each modules. Streamlined Help files for 2011 edition, including third party integration. |
| |
2011.0.2 |
SQL Express bundle |
Installing ACH Universal SQL Express edition?
Everything included in one download, plus auto-migrates to SQL Express. Just click to install - no options or wizards to set or run. |
| |
2011.0.2 |
2011 Security |
2011 security includes automation of setup, anti-lockout features, and default visibility from main menu structure. |
| |
2011.0.2 |
Custom Reports and export options |
Customize any report and save layouts/filters/groupings for future use. Auto-loads reports with your customizations. New report headers and footers added for printing and exporting. |
| |
2011.0.2 |
Remote Desktop Services |
Updated and now available on all SQL Express and SQL Server versions |
| Mar-10 |
2010.0.4
b4 |
SQL Express 2005 64 bit |
SQL Server Express now also available in 64 bit. |
| Feb-10 |
b3 |
Integrated with Online store |
Completely new redesign of our online store - and integrated with our software to provide you with a hassle free process. |
| |
- |
Excel-style filtering of reports |
Advanced filtering for all reports. Checkbox selection of values desired. |
| |
- |
New Manual Matching Window |
Complete redesign of Manual Matching. Integration with Excel and other new features (opt for rounding records - force matching). |
| Dec-09 |
2010.0.2 |
Advanced Matching Window
Concurrent installations
Netbook support
Global access for Software Integration Kit (SIK)
Unimportable report
|
New manual matching
window enables advanced filtering, sorting, summing, printing
and exporting to Excel. Also - faster!!
For testing and migration purposes, run two different versions
on the same workstation.
Run on a NetBook at a resolution of 1024 x 600
Software Integration Kit (SIK) now with multi-account access.
Run advanced processes without the need for batch jobs. Directly
control automation from the user interface.
Track unimportable transactions not just from the import wizard,
but also access the same log the system uses.
|
| Oct-09 |
2009.1.6d |
Windows 7 Support
|
Full support for Microsoft
Windows 7.
Microsoft SQL Express 2005, now on Service Pack 3.
|
| Sep-09 |
2009.1.6c |
Quick Start tutorial page
Software Integration Kit (SIK)
'Push' integration with SQL Server
Excel 2 BAI
|
Includes embedded tutorial videos, quick tips
and shortcuts to main setup options.
SIK now spans across multiple accounts and includes the ability
to import ACH, ACH Return and BAI files. SIK also equipped to
handle nonstandard dates on a trigger by trigger basis.
In addition to 'Pass-Thru' files (Excel, csv, etc...), data
can now be placed directly within a secured SQL landing table
within Treasury Software.
Formerly only available as a custom add-on, Excel 2 BAI (BAI
file creator) is now available 'out-of-the-box'. |
| Jun-09 |
2009.1.5 |
Streamlined maintenance, new verification report |
New verification report - instantly review in-balance state.
Maintenance tab now product and platform sensitive. |
| Apr-09 |
2009.1.3 |
Report automation |
Added report automation to our Software Integration Kit (SIK).
|
| Feb-09 |
2009.1.1 |
Advanced Security
64-bit/SQL upgrades |
Enhanced both account level and User Level Access Control
(segregation of duties) security through added control points
and a new user-interface.
Cumulative core updates include 64-bit Vista and SQL Server
2008 compatibility. |
| Nov-08 |
10.12.4 |
Quick Find |
Provides an interface to specify search parameters (Origin,
Date, Amount, Check, Name, Matching Field) to instantly pinpoint
records in databases. |
| |
|
|
|
| Aug-08 |
10.12.1 |
Automated Transaction Matching (ATM) |
Expansion of stored procedures to increase the
speed of the Automated Matching routines and Bank Reconciliation
Statement. |
| |
|
Reporting Update |
Added Stored Procedures to improve performance of reports
|
| |
|
International Reporting |
User enabled switching for UK date formats |
| |
|
|
|
| Jul-08 |
10.11.9 |
Stay-In-Balance Introduction (a.k.a. 'Bank
Rec 2.0') |
Includes a series of wizards to help users get in balance
Enforcement of logic rules to help users Stay In Balance
Upgrade of the Reconciliation report - Bank
Reconciliation Statement.
|
| |
|
|
|
| May-08 |
10.11.8 |
Digital dashboard |
Redesigned homepage to increase usability.
Includes last files imported information and quick links to
commonly referenced help topics |
| |
|
|
New 'Welcome New Users' directs trial users to
applications and utilities, including BAI2Excel. |
| |
|
|
|
| Mar-08 |
10.11.3 |
Vista Update |
Redirected sample data files to the Vista appropriate
directories |
| |
|
|
|
| Feb-08 |
10.11.2 |
.NET Reporting |
New 'State of the Art' NET reporting grid:
-Search, filter and Outlook-style grouping
-Enhanced export to Excel and to csv capabilities
-Enables user defined layouts to be saved
-Date Specific Queries
Bank Reconciliation Statement (formerly Public Reporting)
now included in matching edition.
|
| |
|
Vista Update - SQL Server |
Full Vista compatibility with Microsoft SQL Server |
| |
|
|
|
| Nov-07 |
9.50.3 |
Custom Import Menus (R2) |
Added the ability to trigger Automated Transaction Matching
(ATM) routines after the automated import
Introduction of the command line interface
Full automation through the use of the command line with Microsoft
Windows Scheduled Tasks
|
| |
|
Revised Sample Data |
Updated Sample data sets to include QuickBooks
and other 'real-world' scenarios |
| |
|
|
|
| Oct-07 |
9.50.2 |
Automated Authentication |
Allows for automatic retrieval of Authentication
Code (firewall permitting) during registration process |
| |
|
License Deallocation |
Enables deallocation of license from an existing
workstation in order to release the license for migration to
a new workstation |
| |
|
|
|
| Aug-07 |
9.50.1 |
SQL Server Express 2005 |
Replaces MSDE for small group platform of Bank
Reconciliation |
| |
|
|
|
| Mar-07 |
9.49.9 |
Security upgrade for multi-user platforms |
Includes User Level Access Control and desktop
lock down for Enterprise platform. |
| |
|
|
|
| Dec-06 |
9.49.6 |
Disaster Recovery Licensing |
Enables an existing user to install
the software and use their data on a new machine for 30 days
without a license |
| |
|
Vista compliant release |
Manifest and signed files included in Install
Shield for Vista compatibility |
| |
|
|
|
| Sep-06 |
9.49.3 |
Custom Import Menus - a.k.a. Software Integration
Kit (SIK) |
Import multiple files from a single directory
Append each file name with a date/time stamp (YYMMDD_HHMMSS),
Move each file to an archive directory,
Provide a Notepad summary report (receipt) of activity
|
| |
|
|
|
| Jan-06 |
9.48.6 |
Updated Licensing System |
New licensing system to streamline Authentication
Requests via email |
| |
|
|
|
| Pre 2006 |
|
|
Version history archived for releases before 2006 |
